Stock Opinions by David Baskin - Stockchase Experts
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David Baskin @

On Stockchase since : Feb 2001

President at Baskin Wealth Management

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Stock Opinions by David Baskin - Stockchase Experts

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COMMENT
General Market Comment 

January 22, 2019

Alberta oil refineries (the government announced today) are a good idea, but 40 years too late. Also, carmakers will be churning out more e-cars by the time those refineries are up. Audi just launched their today to rave reviews. As for oil, the US rig count slipped in December, but ultimately Canada needs pipelines to ship oil to market. The North American economies are too weak to warrant an interest rate increase. US housing is weak, for instance, and inflation is rising fast enough to warrant a hike. Outlook for US stocks: 80% of reported stocks in have been beaten the street--and earnings drive markets.
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Alberta oil refineries (the government announced today) are a good idea, but 40 years too late. Also, carmakers will be churning out more e-cars by the time those refineries are up. Audi just launched their today to rave reviews. As for oil, the US rig count slipped in December, but ultimately Canada needs pipelines to ship oil to market. The North American economies are too weak to warrant an interest rate increase. US housing is weak, for instance, and inflation is rising fast enough to warrant a hike. Outlook for US stocks: 80% of reported stocks in have been beaten the street--and earnings drive markets.
Unknown
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David Baskin

President, Baskin Wealth Manage...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Vail Resorts Inc(MTN-N) 

January 22, 2019

It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
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It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$184.230
Owned Owned
Unknown

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BUY
Visa Inc.(V-N) 

January 22, 2019

Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
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Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$138.050
Owned Owned
Yes

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BUY
Activision Blizzard(ATVI-Q) 

January 22, 2019

Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
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Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
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David Baskin

President, Baskin Wealth Manage...

Price Price
$47.060
Owned Owned
Yes

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BUY
A T & T US(T-N) 

January 22, 2019

He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
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He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
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David Baskin

President, Baskin Wealth Manage...

Price Price
$30.580
Owned Owned
Unknown

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DON'T BUY
CVS Health Corp(CVS-N) 

January 22, 2019

He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
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He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
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David Baskin

President, Baskin Wealth Manage...

Price Price
$64.920
Owned Owned
No

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BUY
Keyera Corp(KEY-T) 

January 22, 2019

Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
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Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
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David Baskin

President, Baskin Wealth Manage...

Price Price
$27.600
Owned Owned
Yes

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COMMENT
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
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They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
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David Baskin

President, Baskin Wealth Manage...

Price Price
$43.650
Owned Owned
No

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PAST TOP PICK
Moody's Corp.(MCO-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
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(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
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David Baskin

President, Baskin Wealth Manage...

Price Price
$155.480
Owned Owned
Yes

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PAST TOP PICK
Becton Dickinson(BDX-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
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(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
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David Baskin

President, Baskin Wealth Manage...

Price Price
$239.190
Owned Owned
Yes

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PAST TOP PICK
TMX Group(X-T) 

January 22, 2019

(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
other services
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(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
other services
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$75.580
Owned Owned
Yes

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DON'T BUY
Manulife Financial(MFC-T) 

January 22, 2019

Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
insurance
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Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
insurance
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David Baskin

President, Baskin Wealth Manage...

Price Price
$21.060
Owned Owned
Unknown

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COMMENT
Markel Corporation.(MKL-N) 

January 22, 2019

A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
insurance
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A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
insurance
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David Baskin

President, Baskin Wealth Manage...

Price Price
$1035.000
Owned Owned
No

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COMMENT
Enbridge(ENB-T) 

January 22, 2019

Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
oil/gas pipelines
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Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
oil/gas pipelines
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$47.610
Owned Owned
Unknown

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DON'T BUY
Saputo Inc.(SAP-T) 

January 22, 2019

He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
food processing
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He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
food processing
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$38.670
Owned Owned
No

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